Sarissa Capital Management LP Long-Term Concentrated

CIK: 0001577524 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $180,392 (100.0% shares, 0.0% debt)

Holdings (8)

INVA INNOVIVA INC 28.5%

Value ($000) $51,392 Shares 2,816,022 Est. Cost $13.02 Unrealized +49.8%

NBIX NEUROCRINE BIOSCIENCES INC 23.6%

Value ($000) $42,556 Shares 303,151 Est. Cost $108.95 Unrealized +24.4%

CYTK CYTOKINETICS INC 17.9%

Value ($000) $32,336 Shares 588,357 Est. Cost $64.95 Unrealized -36.6%

IRWD IRONWOOD PHARMACEUTICALS INC 11.6%

Value ($000) $20,854 Shares 15,919,435 Est. Cost $11.52 Unrealized -91.0%

AMRN AMARIN CORP PLC 11.3%

Value ($000) $20,353 Shares 1,242,527 Est. Cost $16.22 Unrealized —

LNTH LANTHEUS HLDGS INC 5.2%

Value ($000) $9,307 Shares 181,450 Est. Cost $81.14 Unrealized -23.0%

REGN REGENERON PHARMACEUTICALS 1.3%

Value ($000) $2,356 Shares 4,190 Est. Cost $564.28 Unrealized 0.0%

VOR VOR BIOPHARMA INC 0.7%

Value ($000) $1,237 Shares 25,399 Est. Cost $40.21 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
INVA	INNOVIVA INC	2,816,022	$51,392	28.5%	$13.02	+49.8%	COM	45781M101
NBIX	NEUROCRINE BIOSCIENCES INC	303,151	$42,556	23.6%	$108.95	+24.4%	COM	64125C109
CYTK	CYTOKINETICS INC	588,357	$32,336	17.9%	$64.95	-36.6%	COM NEW	23282W605
IRWD	IRONWOOD PHARMACEUTICALS INC	15,919,435	$20,854	11.6%	$11.52	-91.0%	COM CL A	46333X108
AMRN	AMARIN CORP PLC	1,242,527	$20,353	11.3%	$16.22	—	SPONSORED ADR	023111404
LNTH	LANTHEUS HLDGS INC	181,450	$9,307	5.2%	$81.14	-23.0%	COM	516544103
REGN	REGENERON PHARMACEUTICALS	4,190	$2,356	1.3%	$564.28	0.0%	COM	75886F107
VOR	VOR BIOPHARMA INC	25,399	$1,237	0.7%	$40.21	0.0%	COM NEW	929033207